Advanced Folder Copy and Folder Templates

Overview


If you find yourself recreating the same folder structure each time a new project starts or a new sales opportunity is discovered, make your job a little easier with folder templates using the Advanced Folder Copy feature. In just a few clicks, Advanced Folder Copy lets you copy an entire folder hierarchy, including sample files, to another destination within Egnyte.  

How to

Create a Template

First, set up the basic folder structure that you can reuse as a template. This folder can have the desired sub-folders and sample files (e.g. budget template or project plan templates) already populated within the folders.

Note: We recommend including template in the name to avoid having another user accidentally make changes to the structure.

UI_-_folder_temp.png

 

Apply a Template

When it's time to create a new project, simply click the box for the top-level template folder in the Web UI and select Move/Copy from the menu. You’ll find the Advanced Folder Copy option in the footer of the dialog. Click this to see the Advanced Copy dialog. 


From here, you can select a destination (target) folder, appropriately name the copied folder, and add a description. You can also choose to inherit the source folder’s permissions or set new permissions yourself. If you're not sure of the difference between inherited permissions and non-inherited permissions, this article will help you make the best choice for your business needs.

UI_-_folder_copy.png

Adjust these details as needed before clicking Copy to complete the operation. If you choose Setup new permissions after copying from the Permissions drop-down, the folder permissions dialog will automatically appear after you select Copy.

UI_-_folder_permissions.png

 

Additional Details

Keep these details in mind when using Advanced Folder Copy:

  • Advanced Folder Copy is only available when copying a individual parent folder.
  • Any files within the folder will also be copied. This is useful if you want to include base files in a template structure (e.g an empty budget sheet).
  • A folder description can only be set if you have Full or Owner permissions to the destination folder.
  • Similarly, the option to reset permissions is only available if you have Owner permissions to the destination folder.
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